Christopher Adam Helmick
Investment adviser representative at Converse Team Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$325MFirm assets
1 yearFirm in business
Are you Christopher Adam Helmick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
10 years in the industry.
- Converse Team Financial Services, LLCApr 2025 to now
- Raymond James Financial ServicesSep 2023 to now
- Raymond James Financial Services Advisors, IncSep 2023 to now
- Keating & Associates, Inc.Sep 2023 to May 2025
- Custom Alluring Homes LLCOct 2022 to Aug 2023
- Wells Fargo Clearing Services, LLCJul 2022 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Jul 2022
- Wichita Federal Credit UnionAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (KS).
Converse Team Financial Services, LLC
$325MAssets managed
83Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7005847
- Firm CRD
- 335322